Patient Lending Training

"Patient Lending is the bridge between diagnosis and decision."

- Nancy Kay Coy

Confident Conversations

Higher Case Acceptance. Lending That Solves—Not Sells.

Your team doesn’t need to be salespeople.
They need to be confident, compassionate problem solvers.

That’s exactly what they’ll become with “Patient Lending Done Right”—Nancy Kay Coy’s signature patient lending training program.

This proven training equips your staff to discuss financing options with empathy, clarity, and compliance—so more patients say yes to care they want and need.

What They’ll Learn:

✔ The A, B, C’s of Lending, approval types, budgeting tools, and compliance essentials
✔ How to uncover the real affordability barrier, without sounding pushy
✔ Scripts and strategies for solving, not selling
✔ How to build patient trust and increase treatment starts
✔ What lenders, regulators, and patients all need to feel protected

Whether at the front desk or in the consult room, your team will walk away with real-world tools to lead confident lending conversations that feel natural, and deliver results.

Let’s turn uncertainty into action, and affordability objections into treatment acceptance.

Book an Exploration Call

Is your team unsure how to talk about patient financing?

Are you and your staff experiencing:

Patient lending programs that aren’t moving the needle?
Staff discomfort or confusion around offering financing?
Lost cases due to affordability friction?
Sales tactics that just don’t feel aligned with your care philosophy?

It doesn’t have to be that way.

Because Lending Should Feel Like Care, Not Sales

A 4-Week Patient Lending Intensive

This program delivers:

A fully customized lending strategy for your practice
Staff training that builds confidence and communication fluency
Compliance-savvy scripting aligned with real patient needs
A scalable, tiered lending model that improves case acceptance

Call To Action

From Assessment to Execution: Your Step-by-Step Roadmap

PHASE 1

Discovery & Lending Program Assessment

Review existing case acceptance + lending metrics
Demographics + treatment alignment
Credit ABCs: Approvals, Basics, Communication
Identify gaps + growth opportunities

PHASE 2

Lending Program Design & Modification

Recommend right-fit lenders
Design tiered lending solutions
Teach the 3 E’s Framework: Educate, Emphasize, Execute
Create updated scripting by credit segment

PHASE 3

Training & Execution

Staff role-play, timing, and objection handling
Scripting by tier + treatment size
Build trust through empathy and education

PHASE 4

Final Integration & Deliverables

Marketing touchpoints + patient messaging
Website banners + signage templates
Journey Map, Financial Scripts, and a custom Lending Blueprint

What You Get

Custom Lending Program Blueprint
Staff Training Workbook + Finance RX™ Guide
Financial Scripts by Tier + Scenario
Patient Journey Map for Lending Integration
Lender Tiering Matrix
Editable Marketing Toolkit

“Patients want the care. They just need an affordable way to pay for it.” — Nancy Kay Coy

When lending is approached with empathy, education, and strategic design, patients say yes.

Teams feel confident. Revenue grows.

Schedule A Call with Nancy

Meet Nancy Kay Coy

Nancy is a nationally recognized expert in patient and consumer lending with over 25 years of industry experience. She was the original co-founder of Healthcare Finance Direct (HFD), and later co-founded Choice Payment Services, the first fully compliant receivables platform in all 50 states. As the author of Finance Rx™, creator of the Patient Lending Certificate Program, and founder of Her Kingdom Ventures, Nancy equips healthcare teams to increase access to care while growing their bottom line.

Ready to Elevate Your Lending Strategy?

Book an Exploratory Call to discuss program fit, schedule, and next steps.